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You can add a claim in the customer profile screen, in bond, with the functionality to send information to Agile Sprint, through the API, or simply record the claim information.
- From the customer screen, use the Add a Claim Icon from the right hand panel of the screen to start the process, shown here:
- This directs you to the Claim Information screen. Where you can fill in the information fields (some are mandatory, therefore are indicated with stars). Shown here:
- When you are ready, select Report.
- A pop up appears asking if you are sure - select Yes.
- An activity is created, and you will receive an email confirmation.
- The activity will be unassigned. You can go ahead and assign to yourself or others.
- An email is sent to the Insured and an activity shows in bond for you relating to a claim.
- If you then go into the claim details at any point, the Report button is greyed out, to indicate that it has been completed.
To access the claim at any time, once it has been reported, the Policy Claims tab is created. It appears in Payments and Transaction Summary section at the bottom right side of the customer page.
This process will report a claim through to Agile Sprint and, their adjusters, Maxwell.
For those with access to My Mutual and Wawanesa, this will also send the report to the insurer, directly.
If the insurance is with another carrier , not mentioned above, you would need to follow their claims reporting process. For example, for SGI, you would need to report claims via their Boss Portal.
When the claim is Reported, the activity is created in the customer file in bond.
Where the field shows ASSIGNED - it will default to Unassigned. Use the drop down menu next to this to assign the activity to whomever will be dealing with or monitoring this claim.
If you hover over the icons they will often provide you with information on what they do.
Customers can report claims via pocket, here is the process: Customer claims via pocket.
